Assets Under Management
$26.5B
Number of Clients
157,536
Number of Advisors
1033
Average Client AUM
$168K
AUM per Advisor
$25.7M
Compensation
Fee-Only (AUM)
PNC Wealth Management offers the Portfolio Solutions Program, a non-discretionary wrap fee program. Clients choose from five core asset allocation models and retain full investment discretion. The firm provides recommendations based on the client's financial situation and objectives. The program includes monitoring and semi-annual reviews. Clients must establish a brokerage account with PNC Wealth Management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees negotiable for accounts over $4,000,000.
300 Fifth Avenue, 26th Floor, Pittsburgh, PA, 15222-2722